Jon Davis Email & Phone Number

Dallas, Tx, Us

Dallas, Texas, United States

• Lead finance efforts for multiple cannabis-related businesses across multiple state lines• Transitioned from part-time consultant to full-time key executive advisor in short timeframe• Helped secondhand luxury watch retailer raise capital to fund expansion

Dallas, Texas, United States

• A hands-on media agency specializing in brand direction, media production and e-commerce strategy

Oklahoma City, Oklahoma Area

• Directed every aspect of business, managed 5-person team and grossed over $10MM in sales

Oklahoma City, Oklahoma Area

• Worked closely with CEO, CFO and other company leaders from day zero to monetization event• Managed treasury, finance and accounting functions while also wearing many hats in start-up environment

Oklahoma City, Oklahoma

• Focused on a non-operated E&P company focused in the SCOOP and STACK plays of Central Oklahoma and an upstream minerals and royalty company with assets in the Marcellus, Permian and Utica• Aided company executives in decision making with numerous analyses and summary presentations• Analyzed acquisition opportunities to determine feasibility while sensitizing key variables

New York, Ny

• Built numerous dynamic spreadsheets to sensitize proposed interest rate swaps against shocks to LIBOR• Produced model to illustrate the effects of FX on EPS, leverage, equity and enterprise value • Sifted through public financial statements to determine company exposures to interest rate and FX risks

St. Louis, Mo

• #1 ranking in firmwide analyst class• Represented firm as sole banker at client meetings, advising on multiple topics, as a 1st year analyst• Constructed detailed financial models to sensitize drivers for buyside & sellside advisory engagements

Milwaukee, Wi